WallStSmart

Bristol-Myers Squibb Company (BMY)vsCarnival Corporation (CCL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Bristol-Myers Squibb Company generates 80% more annual revenue ($48.48B vs $26.98B). BMY leads profitability with a 15.0% profit margin vs 11.5%. CCL appears more attractively valued with a PEG of 1.09. CCL earns a higher WallStSmart Score of 70/100 (B).

BMY

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 9.0Value: 6.7Quality: 4.5
Piotroski: 6/9Altman Z: 1.42

CCL

Strong Buy

70

out of 100

Grade: B

Growth: 8.7Profit: 7.0Value: 8.7Quality: 3.0
Piotroski: 5/9Altman Z: 0.89
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BMYUndervalued (+32.0%)

Margin of Safety

+32.0%

Fair Value

$88.08

Current Price

$56.16

$31.92 discount

UndervaluedFair: $88.08Overvalued
CCLUndervalued (+30.7%)

Margin of Safety

+30.7%

Fair Value

$47.73

Current Price

$26.38

$21.35 discount

UndervaluedFair: $47.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMY4 strengths · Avg: 9.3/10
Return on EquityProfitability
38.7%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Market CapQuality
$114.68B9/10

Large-cap with strong market position

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

CCL4 strengths · Avg: 8.8/10
P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
27.9%9/10

Every $100 of equity generates 28 in profit

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

Areas to Watch

BMY4 concerns · Avg: 2.3/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

PEG RatioValuation
181.372/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.422/10

Distress zone — elevated risk

Debt/EquityHealth
2.551/10

Elevated debt levels

CCL2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

Debt/EquityHealth
2.281/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BMY

The strongest argument for BMY centers on Return on Equity, Operating Margin, Market Cap.

Bull Case : CCL

The strongest argument for CCL centers on P/E Ratio, Return on Equity, Price/Book. PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bear Case : BMY

The primary concerns for BMY are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 2.55 is elevated, increasing financial risk.

Bear Case : CCL

The primary concerns for CCL are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.28 is elevated, increasing financial risk.

Key Dynamics to Monitor

CCL carries more volatility with a beta of 2.33 — expect wider price swings.

CCL is growing revenue faster at 6.1% — sustainability is the question.

BMY generates stronger free cash flow (757M), providing more financial flexibility.

Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CCL scores higher overall (70/100 vs 60/100). BMY offers better value entry with a 32.0% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Bristol-Myers Squibb Company

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Bristol Myers Squibb (BMS) is an American multinational pharmaceutical company, headquartered in New York City. Bristol Myers Squibb manufactures prescription pharmaceuticals and biologics in several therapeutic areas, including cancer, AIDS, cardiovascular disease, diabetes, hepatitis, rheumatoid arthritis and psychiatric disorders.

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Carnival Corporation

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Carnival Corporation & plc is a British-American cruise operator, currently the world's largest travel leisure company, with a combined fleet of over 100 vessels across 10 cruise line brands.

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